COBR: Finally got rid of the GPS anchor and returned to making money. Trades below tangible BV.
KSW: Plenty on the board concerning this one. Big backlog should carry the next year or two.
NSYS: Pummeled lately after a mediocre earnings report. Trades below book and below 8X earnings. Market thinks these EMC companies are in for a rough stretch and they may well be. Still looks cheap.
PFIN: Odd pick. Hardly trades. Sells mainly tools and hardware so housing crash has hurt it. That said, trades at less than half of BV and is profitable. Good but overpaid management. Buying back stock. Activist shareholders (Lawndale, Steel) have significant positions.
SGMA: Similar to NSYS. EMS company trading way below BV and profitable. New programs ramping up.
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